DT
CFP
DT
CFP

David W Treichler

40 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

120 E Washington St Ste 922, Syracuse, NY, 13202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David is involved in several outside business activities, including serving on a church financial committee, acting as Vice President for the Estate Planning Council of Central New York, and working as an agent selling fixed insurance (life, health, disability, annuities, and long-term care). He also works as an advisory representative for Bright Futures Wealth Management LLC, and owns rental real estate.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 1 yr 11 mos
Bright Futures Wealth Management, LLC
August 2021 - Present · 4 yrs 6 mos
Cetera Advisors LLCBroker
February 2012 - Present · 14 yrs
Previous Registrations
Cetera Advisors LLC
February 2015 - March 2024 · 9 yrs 1 mo
Cetera Advisors LLC
February 2012 - December 2014 · 2 yrs 10 mos
Pacific West Securities, INC.Broker
April 2011 - February 2012 · 10 mos
Pacific West Financial Consultants INC
April 2011 - February 2012 · 10 mos
M&t Securities, INC.Broker
August 1998 - November 2010 · 12 yrs 3 mos
Smith Barney INC.Broker
March 1994 - July 1998 · 4 yrs 4 mos
Robert W. Baird & CO. IncorporatedBroker
August 1987 - February 1994 · 6 yrs 6 mos
Northwestern Mutual Investment Services, INC.Broker
December 1984 - February 1994 · 9 yrs 2 mos
State Registrations12 states
CAFLGAHIMAMDNENJNYOHVAVirgin Islands
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
David W Treichler - Financial Advisor | TrueAdvisor